Central control building

The Hang Seng Index rose 193 points yesterday to close at 25,495 points, with a turnover of 96.6 billion yuan

After the US stock market plunged 800 points last night, the China-Hong Kong stock market rebounded after falling sharply yesterday. It was also driven by local real estate stocks, Chinese telecom stocks and mainland banks. The new world (0017), which has fallen sharply, surged 7.8%, offsetting The impact of the decline in Tencent (0700) after the performance. However, after the Hong Kong stock market closed, China said that the United States raised tariffs, violating the consensus of the SIT. China will have counter-measures and will fall again significantly during the night. At present, the global stock market is very volatile. It is very affected by the news and has risen sharply. It is really not suitable for the car.

US 2-year and 10-year bond yields are upside down, plus 30-year bond yields fell below 2% for the first time. The market sees this as a harbinger of economic recession. US stocks plunged 800 points. Asian stock markets followed lower opening, HSI yesterday. In the first paragraph, it fell by 402 points, and soon after the decline, the decline narrowed, and the A-share market increased in the afternoon. If the Chinese and Hong Kong stock markets are so strong, there can be many explanations, such as a short position and a stable stock market in the central stock market. In addition, Trump had previously deliberately kept a distance from the Hong Kong issue, but he has been making a strong statement recently. Yesterday, if China wants to reach an agreement, it must first deal with Hong Kong affairs humanely, and hopes to meet with President Xi Jinping again. After the market or the United States intervenes, the Hong Kong issue will not evolve into a repression by the mainland military and police.

News dominated market conditions, not suitable for car stickers

But from another perspective, Trump suddenly became very concerned about the Hong Kong issue. Will he receive news or intelligence, or even have been notified by China to prepare for the shot? If the Central Government has made up its mind and has always stressed that Hong Kong is an internal matter, it may not be willing to be a transaction or negotiation condition, and the development of the situation may be worse than expected. The V-shaped rebound is indeed infinitely flawed. Many stock hourly charts also show MACD double-dip, which seems to be very attractive, but now it is the news-driven market situation. After the market closed yesterday, the US has imposed tariffs on the US, and the night has been It fell nearly 300 points. Unless it is easy to control the market conditions at any time, it is not suitable for trading at this stage.

The central government insisted on real estate regulation this year. First, it reiterated that “households are not speculative”, raised mortgage interest rates, and recently restricted financing channels. The entire real estate sector continued to decline. However, the central control, the leading stocks will benefit. First of all, small and medium-sized housing enterprises have slowed down the pace of development. From the national point of view, from January to July, the land acquisition area of ​​real estate development enterprises was 9761 million, which was 29.4% lower than that of the same period of last year. The land transaction price was 479.5 billion yuan, down 27.6%. However, according to the data of Kerry, the new value of Sunac (1918) was as high as 253.76 billion yuan. It can be seen that the leading enterprises in the financial sector are obviously not affected by the central control policy.

Property market regulation has not affected property prices

In addition, in addition to bidding in the open market, small and medium-sized housing enterprises also have more quality and cheap land storage options. In late July, Sunac spent RMB 6.7 billion to acquire two companies under the Xinhu Zhongbao, adding nearly one million square meters of land. Moreover, central control did not affect sales and property prices, and property prices in 70 large and medium-sized cities still rose by 9.7% year-on-year. It can be said that as long as you can find cheap and high-quality land reserves, you will not have to pay attention to the central control and become a big winner.

If you want to buy 30 yuan, you can buy a small note

Considering that the company has issued a profit alert in the first half of the year, profits will increase by 45%, while the saleable source is concentrated in the second half of the year. The contracted sales in July accelerated by 21% year-on-year, and the basic factors are more attractive. After the recent plunge, Sunac’s forecasted P/E ratio in 2020 fell to about 4 times, which is quite close to the previous low period. You can see if you can keep the 30 yuan mark. If you succeed, you will enter the market with a small note.


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